Platforms

Rumors are swirling that DV is exploring an acquisition of Lumen Research to add eye-tracking capabilities to its attention measurement solution.

The deal is a “platform investment,” in which Inverness Graham sees Alliant as a foundation to build on, potentially through further acquisitions.

Remember last quarter when PubMatic projected a $5 million revenue dip from a large DSP buyer having switched to a first-price auction?

CTV advertising continues to drive significant growth for Magnite. That’s all thanks to “increasing programmatic adoption by the industry’s largest players,” CEO Michael Barrett told investors on the company’s Q3 earnings call this Thursday.

Opera Ads – the online ad platform Opera released in 2019 – doesn’t use third-party cookies for targeting. Opera monetizes its browser using other signals, including search intent and context.

If you’re trying to read more than 1,000 pages of legal documents about the US v. Google ad tech antitrust case on Election Day, you’ve come to the right place.

Meta’s capex in 2024 will clock in somewhere between $38 billion and $40 billion, roughly $1 billion more than previously anticipated. Where’s most of that money going? AI, of course.

Ad revenue grew 56% YOY even without some of Reddit’s shiny new ad products, including generative AI creative tools and in-comment ads, being fully integrated into its platform.

Meta is testing several new generative AI tools, including one that can animate static images and turn them into full-blown video ads.

A lot has already been said and cited during the Google ad tech antitrust trial, with more to come. Here are a few of the most notable quotables from the first two weeks.

Confidential matching – which uses a TEE built on Google Cloud infrastructure – will now be the default setting for all uses of advertiser first-party data in Customer Match.

Starting last week and into this week, hundreds of court-filed documents have been unsealed in the lead-up to the Google ad tech antitrust trial – and it’s a bonanza.

Meta is working on AI-powered optimization updates to its ads system so advertisers can customize business objectives, measure incrementality and have direct integrations with third-party analytics tools.

A group of 20 web app developers sent a letter to the CMA claiming the regulator’s proposed remedies for increasing competition among mobile browsers do not address barriers to entry for mobile web extensions on iOS and Android.

In case you don’t have time to digest a 286-page legal document, we went through Judge Amit Mehta’s ruling and pulled out a few spicy nuggets for you to chew on.

Advertising is still Reddit’s meal ticket – but until its ad revenue tops the $2 billion per year mark, it can’t really be considered competitive with other social platforms.

The acquisition puts Reddit in a better position to compete with Google, Meta, Amazon and TikTok, which all built or expanded their AI creative generation and optimization tools within the past year.

Meta’s stock jumped by nearly 7% in after-hours trading on Wednesday based on strong results, including $39.1 billion in total Q2 revenue.

If Chrome imitates Apple, there may be a de facto deprecation of the third-party cookies, since potentially only a slim percentage of users would consent to tracking. In that case, advertisers would still have to primarily rely on cookie alternatives, including the Privacy Sandbox.

The DOJ published the witness list for its upcoming antitrust trial against Google, and it reads like the online advertising industry’s answer to the Social Register.

TTD confirmed to AdExchanger that, as of June 17, it had removed support for at least some of the online video inventory sold by Yahoo as a publisher.

Pandora can match the email addresses of its logged-in users to UID2 tokens, which can then be passed through AdsWizz, The Trade Desk and other ad platforms that integrate with UID2.

How big of a deal is The Trade Desk’s top 100 list? AdExchanger spoke to industry experts for their reactions and bounced some of their hot takes off The Trade Desk.

Since launch, 82% of advertisers that buy inventory through the Yahoo DSP have tried Backstage at least once. And buyers are seeing lower CPMs from cutting out SSPs.

No business is immune to signal loss. But Reddit, which will host its first-ever earnings call as a public company on May 7, is making the case that its platform is “signal resilient.”

Meta’s NewFronts presentation on Thursday was Reely focused on AI. But seriously, folks, Meta has three intertwined obsessions right now: short-form video, the creator economy and artificial intelligence.

CEO Mark Zuckerberg cautioned that it will likely take years before Meta’s generative AI products, including Meta AI, are ready for monetization.

Buyers will soon have far more transparency into video ad inventory sold through Google’s platform. But some publishers and video platforms have concerns.

Meta’s shares surged by nearly 15% after reporting Q4 earnings on Thursday. It was the company’s fourth consecutive quarter of revenue growth, following a dismal 2022.

LiveRamp will acquire Habu for $200 million, further consolidating the data clean room tech category.